feat: 리밸런싱 엔진 V1 + GAS 버그 수정 (2026-06-13)

주요 변경:
- tools/build_rebalance_engine_v1.py: REBALANCE_ENGINE_V1 신규
  * account_snapshot 직접 합산(_build_snap_position_map) → 소수주 분리 행 병합
  * 레짐 소스 macro.REGIME_PRELIM 최우선 (GAS 와 동일)
- src/gas_adapter_parts/gdf_06_rebalance.gs: runRebalanceSheet_() 신규
  * Logger.log / getSpreadsheet_() 로 run_all 연동 수정
- src/gas_adapter_parts/gdc_01_fetch_fundamentals.gs
  * _mergePositionRecord_(): 소수주 중복 행 합산 신규
  * parseInt → parseFloat (qty, availQty)
- src/gas_adapter_parts/gdf_01_price_metrics.gs
  * 미보유 종목 SELL_READY → WATCH_EXIT_SIGNAL
- spec/41_release_dag.yaml: build_rebalance_sheet 노드 추가 (step_count 63)
- spec/51_formula_lifecycle_registry.yaml: REBALANCE_ENGINE_V1 등록

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-06-13 13:20:14 +09:00
commit ee3e799de1
1474 changed files with 176087 additions and 0 deletions
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from __future__ import annotations
import argparse
import json
from pathlib import Path
import yaml
ROOT = Path(__file__).resolve().parents[1]
REQUIRED_SECTIONS = [
"source_summary",
"fail_codes",
"allowed_actions",
"blocked_actions",
"todo_yaml",
"no_order_notice",
]
FORBIDDEN_WHEN_BLOCKED = [
"hts_order_table",
"new_buy_recommendation",
"freeform_target_price",
]
def _load(path: Path):
text = path.read_text(encoding="utf-8")
try:
return json.loads(text)
except Exception:
return yaml.safe_load(text)
def main() -> int:
ap = argparse.ArgumentParser()
ap.add_argument("--report", required=True)
ap.add_argument("--packet", required=True)
args = ap.parse_args()
report = _load(ROOT / args.report if not Path(args.report).is_absolute() else Path(args.report))
packet = _load(ROOT / args.packet if not Path(args.packet).is_absolute() else Path(args.packet))
report_text = yaml.safe_dump(report, sort_keys=False, allow_unicode=True) if isinstance(report, dict) else str(report)
packet_ok = isinstance(packet, dict) and packet.get("formula_id") == "FINAL_DECISION_PACKET_V4"
if isinstance(report, dict) and all(section in report for section in REQUIRED_SECTIONS):
sections_ok = True
elif isinstance(report, dict) and all(section in report for section in ("executive", "blockers", "action_table", "shadow_ledger", "data_missing", "education_notes")):
sections_ok = True
else:
sections_ok = False
blocked_ok = all(section not in report_text for section in FORBIDDEN_WHEN_BLOCKED)
ok = packet_ok and sections_ok and blocked_ok
payload = {
"formula_id": "LLM_RESPONSE_CONTRACT_V4",
"gate": "PASS" if ok else "FAIL",
"sections_present": sections_ok,
"packet_ok": packet_ok,
"forbidden_section_count": sum(1 for section in FORBIDDEN_WHEN_BLOCKED if section in report_text),
}
out = ROOT / "Temp" / "llm_response_validation_v4.json"
out.write_text(json.dumps(payload, ensure_ascii=False, indent=2), encoding="utf-8")
print(json.dumps(payload, ensure_ascii=True, indent=2))
return 0 if ok else 1
if __name__ == "__main__":
raise SystemExit(main())